Comprehensive Financial Planning, Inc./Pa Incresed Positions in Q1 2025

Comprehensive Financial Planning, Inc./Pa

  • $103 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
5
+ 1.02%
$46.45 - $47.26 $232 - $236
493 $23.3M
DRLL
Ea Ser Tr Strive U S Energy Et
1
+ 0.51%
N/A
198 $5.89M
F
Ford Motor CO

Consumer Cyclical
26
+ 1.49%
$9.12 - $10.43 $237 - $271
1.77K $17.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3
+ 1.27%
$50.39 - $50.66 $151 - $152
239 $12.1M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1
+ 0.25%
$179.71 - $192.06 $180 - $192
405 $74.6M
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.3%
$94.84 - $105.31 $190 - $211
670 $64.7M
PEP
Pepsico Inc

Consumer Defensive
6
+ 1.22%
$142.64 - $156.42 $856 - $939
497 $74.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
8
+ 0.5%
$156.61 - $168.02 $1.25K - $1.34K
1.62K $259M
PFE
Pfizer Inc

Healthcare
3
+ 0.5%
$25.01 - $27.13 $75 - $81.4
602 $15.3M
IAT
Ishares Tr

ETFs
2
+ 0.43%
$44.84 - $53.56 $89.7 - $107
469 $21.9M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1
+ 0.31%
$36.64 - $45.76 $36.6 - $45.8
323 $12.1M
MGC
Vanguard Mega Cap ETF

ETFs
1
+ 0.47%
$199.2 - $222.69 $199 - $223
212 $42.7M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.47%
$253.32 - $282.66 $253 - $283
213 $54.8M
LIT
Global X Fds Global X Lithium

ETFs
4
+ 0.29%
$38.8 - $42.84 $155 - $171
1.39K $54M
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.1%
$82.81 - $92.93 $82.8 - $92.9
991 $84.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
17
+ 0.47%
$169.43 - $182.84 $2.88K - $3.11K
3.66K $634M
IWL
Ishares Tr Russell 200 ETF

ETFs
1
+ 0.15%
$135.83 - $151.73 $136 - $152
660 $90.8M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
657
+ 1.61%
N/A
41.4K $981M
VTWO
Vanguard Russell 2000 ETF

ETFs
2
+ 0.3%
$80.08 - $92.93 $160 - $186
678 $54.7M
Orrstown Finl Svcs Inc
8
+ 0.77%
N/A
1.05K $31.6M
IYT
Ishares Tr U.S. Transportation

ETFs
9
+ 0.32%
$63.37 - $73.39 $570 - $661
2.83K $181M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.21%
$102.49 - $119.96 $205 - $240
969 $101M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
41
+ 0.72%
$51.6 - $58.13 $2.12K - $2.38K
5.76K $304M
AIQ
Global X Funds Global X Artifi

ETFs
1
+ 0.01%
$36.38 - $42.77 $36.4 - $42.8
7.14K $260M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.17%
$271.18 - $303.12 $542 - $606
1.18K $325M
ITOT
Ishares Core S&P Total U.S. St

ETFs
11
+ 0.3%
$120.29 - $134.6 $1.32K - $1.48K
3.7K $452M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
28
+ 0.19%
$53.6 - $58.97 $1.5K - $1.65K
15K $822M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.06%
$210.19 - $243.33 $210 - $243
1.66K $350M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
314
+ 3.87%
$507.05 - $563.67 $159K - $177K
8.42K $4.33B
AMZN
Amazon Com Inc

Consumer Cyclical
544
+ 4.37%
$190.26 - $242.06 $104K - $132K
13K $2.47B
Activity Summary
Buys All Purchases 92 New Holdings 11 Increased Positions 81 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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